0001140361-14-015933.txt : 20140407
0001140361-14-015933.hdr.sgml : 20140407
20140407134010
ACCESSION NUMBER: 0001140361-14-015933
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140407
DATE AS OF CHANGE: 20140407
EFFECTIVENESS DATE: 20140407
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Oak Capital, LLC
CENTRAL INDEX KEY: 0001387399
IRS NUMBER: 562398650
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12100
FILM NUMBER: 14748178
BUSINESS ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 230-8282
MAIL ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
FORMER COMPANY:
FORMER CONFORMED NAME: Live Oak Capital, LLC
DATE OF NAME CHANGE: 20070122
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001387399
XXXXXXXX
03-31-2014
03-31-2014
West Oak Capital, LLC
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-12100
N
Lisa Snider
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
04-04-2014
0
306
136368362
false
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9885
SH
SOLE
9885
0
0
Mosaic Company
COM
61945A107
5000
100
SH
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100
0
0
Munich RE ADR
COM
626188106
21721
990
SH
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990
0
0
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COM
649445103
5223
325
SH
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325
0
0
NextEra Energy
COM
65339F101
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21708
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0
0
Nike Inc Class B
COM
654106103
12408
168
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168
0
0
Noble Energy Inc
COM
655044105
4120
58
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58
0
0
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COM
655664100
2061
33
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33
0
0
Norfolk Southern Corp
COM
655844108
1149327
11828
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11828
0
0
Nortel Networks Cp New
COM
656568508
3
464
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464
0
0
Northern Trust
COM
665859104
700181
10680
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10680
0
0
Northrop Grumman Corp
COM
666807102
6786
55
SH
SOLE
55
0
0
Novartis AG Spon Adr
COM
66987V109
1826655
21485
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21485
0
0
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COM
67103H107
2077
14
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SOLE
14
0
0
Oaktree Capital Group
COM
674001201
31988
550
SH
SOLE
550
0
0
Occidental Petroleum Corp
COM
674599105
940989
9875
SH
SOLE
9875
0
0
Oracle Corporation
COM
68389X105
1751439
42812
SH
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42812
0
0
Organovo Holdings Inc
COM
68620A104
6876
900
SH
SOLE
900
0
0
Owens Corning Inc
COM
690742101
1597
37
SH
SOLE
37
0
0
Penske Automotive Group
COM
70959W103
2266
53
SH
SOLE
53
0
0
Pentair Ltd
COM
H6169Q108
11346
143
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SOLE
143
0
0
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COM
713448108
1223442
14652
SH
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14652
0
0
Perkinelmer Inc
COM
714046109
157710
3500
SH
SOLE
3500
0
0
Pfizer Incorporated
COM
717081103
208973
6506
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0
0
Philip Morris Intl Inc
COM
718172109
494085
6035
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6035
0
0
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COM
718546104
391773
5084
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5084
0
0
Piper Jaffray Cos New
COM
724078100
779
17
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SOLE
17
0
0
Pipesaver Technologies
COM
724086103
0
1500
SH
SOLE
1500
0
0
PNC Finl Services Gp Inc
COM
693472105
8787
101
SH
SOLE
101
0
0
PPG Industries Inc
COM
693506107
442250
2286
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2286
0
0
PPL Corporation
COM
69351T601
3745
113
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SOLE
113
0
0
Precision Castparts Corp
COM
740189105
6825
27
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SOLE
27
0
0
Priceline.Com Inc New
COM
741503403
19070
16
SH
SOLE
16
0
0
Procter & Gamble Co
COM
742718109
1506495
18691
SH
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18691
0
0
Public Storage Inc
COM
74460D109
255262
1515
SH
SOLE
1515
0
0
Qualcomm Inc
COM
747525103
1850844
23470
SH
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23470
0
0
Radioshack Corporation
COM
750438103
1264
596
SH
SOLE
596
0
0
Range Resources Corp
COM
75281A109
31114
375
SH
SOLE
375
0
0
Redhat Inc
COM
756577102
7894
149
SH
SOLE
149
0
0
Renaissancere Hldgs Incf
COM
G7496G103
2050
21
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21
0
0
Reynolds American Inc
COM
761713106
10577
198
SH
SOLE
198
0
0
Rockwell Automation Inc
COM
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2242
18
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18
0
0
Royal Dutch Shell A Adrf
COM
780259206
1181307
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16169
0
0
S B A Communications Cp
COM
78388J106
8732
96
SH
SOLE
96
0
0
Sanofi Aventis Adr
COM
80105N105
4601
88
SH
SOLE
88
0
0
Schlumberger Ltd
COM
806857108
38610
396
SH
SOLE
396
0
0
Sears Canada Inc
COM
81234D109
27918
1880
SH
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1880
0
0
Sears Holdings Corp
COM
812350106
209714
4391
SH
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4391
0
0
Sector Spdr Engy Select
COM
81369Y506
66350
745
SH
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745
0
0
Sector Spdr Fincl Select
COM
81369Y605
49148
2200
SH
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2200
0
0
Sector Spdr Health Fund
COM
81369Y209
22519
385
SH
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385
0
0
Sector Spdr Indl Select
COM
81369Y704
88438
1690
SH
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1690
0
0
Sector SPDR Technology Shares
COM
81369Y803
13631
375
SH
SOLE
375
0
0
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COM
816851109
1523970
15750
SH
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15750
0
0
Sherwin-Williams Co
COM
824348106
49283
250
SH
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250
0
0
Simon Property Group
COM
828806109
226320
1380
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1380
0
0
Siti-Sites.Com Inc
COM
847623303
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33
SH
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33
0
0
Snap On Inc
COM
833034101
170220
1500
SH
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1500
0
0
Sony Corp
COM
835699307
134
7
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7
0
0
Southern Realty Company
COM
843758103
497
45
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45
0
0
Sprint Nextel Corp.
COM
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1682
183
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183
0
0
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COM
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2295
18
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18
0
0
Stanley Works
COM
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952458
11724
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11724
0
0
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COM
855244109
1678421
22873
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0
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COM
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5731
72
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72
0
0
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COM
857477103
4451
64
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64
0
0
Statoilhydro Asa Adr
COM
85771P102
1411
50
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50
0
0
Stericycle Inc
COM
858912108
1116885
9830
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9830
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1445
20
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0
0
Streettracks Gold Trust Index
COM
78463V107
121756
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0
0
Supervalu Inc
COM
868536103
17784
2600
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2600
0
0
Sysco Corporation
COM
871829107
46969
1300
SH
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1300
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T J X Cos Inc
COM
872540109
448810
7400
SH
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7400
0
0
T Rowe Price Group Inc
COM
74144T108
1283013
15580
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15580
0
0
Target Corporation
COM
7612E1061
1113021
18394
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18394
0
0
TE Connectivity Ltd
COM
H84989104
36126
600
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600
0
0
Technip Adr
COM
878546209
1246
48
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48
0
0
Teledyne Technologies
COM
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29199
300
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SOLE
300
0
0
Teva Pharm Inds Ltd Adr
COM
881624209
92470
1750
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1750
0
0
Texas Instruments Inc
COM
882508104
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16825
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16825
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1052752
38520
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4064
200
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200
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0
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COM
886547108
51690
600
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600
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0
Titan Oil & Gas Inc New
COM
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650
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650
0
0
Toronto Dominion Bank
COM
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28
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28
0
0
Total SA Adr
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26240
400
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400
0
0
Travelers Companies Inc
COM
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10808
127
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127
0
0
Treasury Metals Inc
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533
1315
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0
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44
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55
0
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Tyco Intl Ltd New
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25440
600
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600
0
0
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18193
745
SH
SOLE
745
0
0
Union Pacific Corp
COM
907818108
96645
515
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SOLE
515
0
0
United Parcel Service B
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911312106
71282
732
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732
0
0
United Technologies Corp
COM
913017109
587355
5027
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5027
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0
US Bancorp Del New
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902973304
2041722
47637
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0
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446835
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7221
0
0
Vale SA Adr
COM
91912E105
857
62
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62
0
0
Valero Energy Corp New
COM
91913Y100
4673
88
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88
0
0
Vanguard Growth
COM
922908736
98154
1050
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1050
0
0
Vanguard REIT ETF
COM
922908553
28248
400
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400
0
0
Ventas
COM
92276F100
202607
3345
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3345
0
0
Verizon Communications
COM
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39735
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39735
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0
Visa Inc Cl A
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71
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71
0
0
Visteon Corp
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92839U107
88
1
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1
0
0
Visteon Corp 15 Wts
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92839U115
61
2
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2
0
0
Vodafone Group Plc Adr
COM
92857W209
589365
16011
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16011
0
0
Wal-Mart Stores Inc
COM
931142103
72609
950
SH
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950
0
0
Wellpoint Health Networks
COM
94973V107
129415
1300
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1300
0
0
Wells Fargo & Co New
COM
949746101
2078834
41794
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41794
0
0
Wells Fargo (Pfd)
COM
949746879
787
27
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SOLE
27
0
0
Wells Fargo L (Pfd)
COM
949746804
2346
2
SH
SOLE
2
0
0
Weyerhaeuser Co
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962166104
9539
325
SH
SOLE
325
0
0
Wisconsin Energy
COM
976657106
1174689
25235
SH
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25235
0
0
Xylem Inc
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98419M100
54630
1500
SH
SOLE
1500
0
0
Yahoo Inc
COM
984332106
4488
125
SH
SOLE
125
0
0
Zimmer Holdings Inc
COM
98956P102
26482
280
SH
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280
0
0